The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 13,337 | 4,095 | SH | SOLE | 4,000 | 95 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,161 | 67,545 | SH | SOLE | 65,845 | 1,700 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 7,615 | 186,600 | SH | SOLE | 182,100 | 4,500 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 10,477 | 148,375 | SH | SOLE | 145,600 | 2,775 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 9,869 | 68,100 | SH | SOLE | 66,500 | 1,600 | 0 | ||
| FIVE9 INC | COM | 338307101 | 34,706 | 199,000 | SH | SOLE | 195,000 | 4,000 | 0 | ||
| FUNKO INC | COM CL A | 361008105 | 7,626 | 734,700 | SH | SOLE | 717,000 | 17,700 | 0 | ||
| GRAND CANYON ED INC | COM | 38526M106 | 21,553 | 231,475 | SH | SOLE | 214,200 | 17,275 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 1,713 | 30,700 | SH | SOLE | 30,000 | 700 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 13,321 | 280,550 | SH | SOLE | 250,000 | 30,550 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,963 | 35,800 | SH | SOLE | 35,000 | 800 | 0 | ||
| MILLER HERMAN INC | COM | 600544100 | 10,372 | 306,850 | SH | SOLE | 300,000 | 6,850 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 10,608 | 97,150 | SH | SOLE | 95,000 | 2,150 | 0 | ||
| ONEMAIN HLDGS INC | COM | 68268W103 | 8,373 | 173,850 | SH | SOLE | 170,000 | 3,850 | 0 | ||
| ORTHOPEDIATRICS CORP | COM | 68752L100 | 4,016 | 97,350 | SH | SOLE | 95,000 | 2,350 | 0 | ||
| OSI SYSTEMS INC | COM | 671044105 | 10,525 | 112,900 | SH | SOLE | 110,400 | 2,500 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 16,525 | 219,600 | SH | SOLE | 215,000 | 4,600 | 0 | ||
| POOL CORP | COM | 73278L105 | 17,331 | 46,525 | SH | SOLE | 45,500 | 1,025 | 0 | ||
| PROGYNY INC | COM | 74340E103 | 3,902 | 92,050 | SH | SOLE | 90,000 | 2,050 | 0 | ||
| SELECTQUOTE INC | COM | 816307300 | 9,320 | 449,150 | SH | SOLE | 400,000 | 49,150 | 0 | ||
| SI BONE INC | COM | 825704109 | 1,529 | 51,150 | SH | SOLE | 50,000 | 1,150 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 6,495 | 134,900 | SH | SOLE | 131,700 | 3,200 | 0 | ||